点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 美国电动汽车制造商特斯拉公司2日公布的数据显示，该公司2025年全球交付汽车163.6万辆， 同比下降约8.6%。 这是特斯 拉有史以来首次在全年电动汽车销量上 被中国汽车制造商比亚迪超越。 特斯拉表示， 该公司2025年第四季度共交付41.8万辆汽车，同比下降15.6%，低于分析师预期的约43.4万辆。全年交付量为 163.6万辆，较2024年的179万辆明显下降，也低于市场预期的约165万辆。 我们也来复盘几家头部新势力的销量情况。 零跑汽车 以全年交付596,555辆，同比增长103.1%的成绩，成为新势力最大黑马， 超额完成50万辆的年度目标 ，达成率 119.31%。 小米汽车 以全年交付35万辆、达成率108.57%的成绩，成为新势力中增速最快的品牌。 中国汽车巨头 比亚迪 1月1日发布的数据显示，比亚迪2025年总体新车销量超460万辆，同比增长约8%，其纯电动汽车新车 销量超225万辆，同比增长约28%。比亚迪首次登顶全球纯电动汽车销量榜。 ...

Group 1 - BYD has surpassed Tesla in annual sales of pure electric vehicles for the first time, becoming the global leader in this segment with approximately 2.26 million units sold in 2025, compared to Tesla's 1.63 million units [2] - In 2025, BYD's total sales of new energy vehicles reached around 4.6 million units, with over 1.04 million units sold overseas, significantly exceeding the total overseas sales for 2024 [2] - BYD's expansion into international markets has been notable, with a presence in over 110 countries and regions, and strong performance in Europe, Latin America, and Southeast Asia [2] Group 2 - The company is enhancing its technological leadership and aims to introduce more significant innovations in the coming years [3] - Strengthening component procurement capabilities and adopting refined sales strategies in overseas markets are key factors contributing to BYD's substantial increase in overseas sales [3] - The performance of BYD indicates China's growing importance in the global new energy vehicle industry, providing consumers with better and more diverse options [3]

转自：北京日报客户端 特斯拉2日公布的数据显示，该公司2025年全球交付汽车163.6万辆，同比下降约8.6%，为连续第二年交 付量下滑。此前，比亚迪在1日宣布，2025年其纯电动汽车销量同比增长近28%，达225.67万辆，登顶 全球年度电动汽车销量榜首。这是特斯拉有史以来首次在全年电动汽车销量上被中国汽车制造商比亚迪 超越。 其次，特斯拉的产品线老化，已很长时间没有推出新车型。 第三，特朗普政府取消电动汽车税收抵免、收紧补贴政策，重创了特斯拉在2025年第四季度的销量。 来源：央视财经 美联社分析称，特斯拉的问题主要集中在三个方面： 首先，马斯克投身政治活动、发表煽动性政治言论引发声誉危机，导致特斯拉在美国和欧洲遭到抵制。 欧洲汽车制造商协会公布的数据显示，2025年前11个月，特斯拉在欧洲新车注册量同比下降28%。 ...

Core Insights - By 2025, China's share of the global new energy passenger vehicle market is projected to reach 68.4%, with November 2025 seeing a peak share of 73.7% [1][31] - In the contribution to global new energy vehicle growth from January to November 2025, China accounts for 68%, Germany for 5%, and India for 4% [1][28] - The global sales of new energy vehicles from January to November 2025 are expected to reach 2,033,000 units, with a year-on-year growth of 30% [10][11] Global New Energy Vehicle Market Performance - In 2025, the global new energy vehicle sales are projected to be 8,766,000 units, with 2,033,000 units being new energy vehicles, indicating a significant increase from previous years [2][10] - The global penetration rate of new energy vehicles is expected to reach 30% in 2025, up from 26.3% in 2024 [4][26] - The sales of new energy passenger vehicles in Europe from January to November 2025 are estimated at 3,320,000 units, a 30% increase year-on-year [24] Regional Market Trends - In the U.S., new energy vehicle sales reached 1.41 million units from January to November 2025, with a growth rate of 6% compared to previous years [22] - The European new energy vehicle market is recovering, with November 2025 sales reaching 338,000 units, a 28% increase year-on-year [24] - The overseas market share of Chinese self-owned new energy vehicles increased from 9.9% in 2024 to 15.4% in 2025 [1][17] Market Dynamics - The U.S. market experienced a decline in November 2025, with sales dropping by 41% year-on-year due to high tariffs and the cancellation of subsidies [22][21] - The growth of new energy vehicles in China is expected to continue, with a strong performance in the first half of 2025, despite a temporary slowdown in early 2025 [8][19] - The global new energy vehicle market is entering a phase of differentiated development, with China strengthening its position while Europe and the U.S. are reducing incentives [27][31]

Core Insights - The Chinese automotive industry is at a critical juncture in 2025, transitioning from traditional paradigms to new models driven by technological advancements, market competition, and globalization [1] Group 1: Battery Technology - 2025 marks a paradigm shift in the Chinese battery industry, with competition moving from laboratory performance to industrialization speed and supply chain control [3] - Leading companies like CATL, BYD, and Guoxuan High-Tech are accelerating the production of semi-solid batteries while investing in all-solid-state battery research [3] - The expected domestic shipment of semi-solid batteries for passenger vehicles is projected to reach 3 GWh in 2025, indicating a significant step towards commercialization [3] Group 2: Smart Driving - The Chinese smart driving industry is set for a breakthrough in 2025, with L2 penetration exceeding 60% and L3-level autonomous driving gaining regulatory approval [5][6] - The cost of high-level driving assistance systems has decreased significantly, with hardware costs dropping over 60% compared to 2022, making advanced driving features accessible for lower-priced vehicles [5] - The market is expected to see a surge in demand for smart driving technologies, with a focus on vertical integration of software and hardware [6] Group 3: Market Competition - The Chinese automotive market is experiencing a shift from price wars to value competition, with an industry profit margin of only 4.4% in 2025 [7][9] - A significant number of models saw price reductions, with an average drop of 11.7% for new energy vehicles, leading to a decrease in market prices [7] - Regulatory measures are being implemented to curb price wars, including guidelines to prevent below-cost sales [8] Group 4: Export Growth - China's automotive exports are on a strong upward trajectory, with a total of 6.343 million vehicles exported from January to November 2025, marking an 18.7% year-on-year increase [10] - New energy vehicles are a key growth driver, with exports doubling to 2.315 million units, accounting for 36.5% of total exports [10] - Major automakers are increasingly focusing on overseas markets, with strategies evolving from simple sales to establishing local ecosystems [11] Group 5: Joint Ventures and Localization - The market share of joint venture brands is under pressure, with domestic brands capturing 69.6% of the passenger car market by November 2025 [13] - Joint venture brands are focusing on enhancing their fuel vehicle advantages while integrating smart technologies to regain market share [14] - Collaborations with local tech companies are becoming essential for joint ventures to address their technological gaps and adapt to the local market [14]

Core Viewpoint - Tesla has lost its title as the "global electric vehicle sales champion" for the first time, being surpassed by Chinese automaker BYD in 2025, with Tesla's global deliveries dropping to 1.636 million units, a year-on-year decline of approximately 8.6% [2][9] Group 1: Sales and Deliveries - In 2025, Tesla delivered 1.636 million vehicles, down from 1.79 million in 2024, marking an 8.6% decrease [6][8] - In Q4 2025, Tesla produced over 434,000 vehicles and delivered over 418,000, with a 16% decrease in deliveries compared to Q4 2024 [7][8] - BYD's electric vehicle sales reached 2.2567 million units in 2025, surpassing Tesla for the first time [2][10] Group 2: Market Dynamics - The decline in Tesla's Q4 sales is attributed to the U.S. federal government's early termination of electric vehicle incentives, which prompted a rush in sales during Q3 [8] - Tesla's sales in Europe also slowed, with a 39% drop in registrations in the first 11 months of 2025, while BYD's registrations grew by 240% [10] - Tesla faces increasing competition from other Chinese manufacturers like Xiaomi and Geely, in addition to BYD [11] Group 3: Stock Performance and Future Outlook - Despite the sales decline, Tesla's stock price has generally risen, reaching a historical high in late December 2025, with a market capitalization exceeding $1.6 trillion [4][12] - Analysts suggest that Tesla's future value is increasingly tied to its advancements in autonomous driving and robotics rather than just vehicle sales [15][16] - Tesla's energy storage business continues to grow, with a deployment of 14.2 GWh in Q4 2025, a 13.6% increase from 12.5 GWh in 2024 [16]

这是特斯拉有史以来首次在全年电动汽车销量上被中国汽车制造商比亚迪超越。 【#比亚迪全球纯电动汽车销量第一##比亚迪纯电动汽车年销量首超特斯拉# 】 新京报贝壳财经讯（记者张冰）"全球纯电动汽车销量第一"宝座易主，比亚迪2025年纯电动汽车的年销 量首超特斯拉。 据特斯拉1月2日公布的最新数据显示，其2025年全球交付汽车163.6万辆，同比下降约8.6%。这也是特 斯拉连续第二年交付量下滑。而比亚迪发布的最新产销快报显示，2025年其全年累计销售460.24万辆， 同比增长7.73%；其中纯电车型全年累计销售225.67万辆，同比增长27.86%。 ...

编辑 杨娟娟 校对 赵琳 据特斯拉1月2日公布的最新数据显示，其2025年全球交付汽车163.6万辆，同比下降约8.6%。这也是特 斯拉连续第二年交付量下滑。而比亚迪发布的最新产销快报显示，2025年其全年累计销售460.24万辆， 同比增长7.73%；其中纯电车型全年累计销售225.67万辆，同比增长27.86%。 这是特斯拉有史以来首次在全年电动汽车销量上被中国汽车制造商比亚迪超越。 新京报贝壳财经讯（记者张冰）"全球纯电动汽车销量第一"宝座易主，比亚迪2025年纯电动汽车的年销 量首超特斯拉。 ...

Core Insights - In January 2026, the global electric vehicle (EV) industry reached a significant turning point as BYD's 2025 pure electric vehicle sales hit 2.2567 million units, a year-on-year increase of 27.86%, surpassing Tesla's 1.636 million units for the first time, marking BYD as the global leader in pure electric vehicle sales [1] - This shift reflects a deeper transformation in the global EV competition, moving from a focus on single product comparisons to a multi-faceted capability contest, with Tesla emphasizing smart driving and energy storage, while BYD focuses on a comprehensive industry chain and overseas market expansion [1] BYD Performance - BYD's 2025 sales included 2.2567 million pure electric vehicles and 2.2887 million plug-in hybrid vehicles, achieving a market share of over 35% in the domestic EV market [1] - The overseas market became a core growth engine for BYD, with overseas sales reaching 1.0496 million units in 2025, a staggering increase of 145% [4] - BYD's production and sales strategy covers a price range from 100,000 to 500,000 yuan, enhancing its competitive positioning [1] Tesla Performance - Tesla's 2025 production reached 1.655 million units, with deliveries at 1.636 million units, showing a decline in sales due to strategic shifts towards high-value businesses [4] - Tesla's energy storage product installations reached 46.7 GWh in 2025, a year-on-year increase of 48.7%, indicating a strong focus on energy solutions [5] - The company is transitioning towards becoming an "AI + sustainable energy technology company," with significant investments in autonomous driving and energy storage technologies [5][8] Industry Trends - The competition between BYD and Tesla signifies a shift towards high-quality development in the global EV industry, emphasizing technology research, supply chain efficiency, and local market capabilities [9] - The strategic choices and performance of leading companies will continue to shape the competitive landscape and development direction of the global EV industry [9]

《商业内幕》评价说，这家总部位于深圳的车企完成了一次堪称"火箭式"的崛起，让马斯克的公司只能 为守住电动车领域的领先地位而苦苦应战。报道还翻出马斯克2011年与美国彭博社的采访称，当时马斯 克曾轻视比亚迪，现在却不得不更加认真对待这个竞争对手。 在2011年的采访中，马斯克被问及比亚迪是否可能成为特斯拉的竞争对手，他得意地笑着反问说："你 见过他们的车吗？" 2011年马斯克接 受彭博社采访片段 视频截图 【文/观察者网 王一】还记得当年马斯克怎么嘲笑比亚迪吗？随着比亚迪超过特斯拉成为全球最大的电 动汽车销售商，美媒也开始翻旧账来嘲讽马斯克。 美国《商业内幕》当地时间1月2日在报道中称，这位特斯拉创始人曾在公开场合对比亚迪的崛起嗤之以 鼻，认为这家中国汽车制造商不可能成为特斯拉的竞争对手。但如今，他再也笑不出来了。 特斯拉2日公布的数据显示，公司2025年全球交付汽车163.6万辆，同比下降约8.6%，连续第二年交付量 下滑。而在此之前的1日，比亚迪数据显示，2025年交付了460万辆汽车，较2024年增长7.7%。其中， 电动汽车销量增长28%，达225万辆。 美国消费者新闻与商业频道（CNBC）2日指出， ...